JWS
Juncture Wealth Strategies’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
421,448
-57,731
| -12% | -$2.44M | 6.33% | 3 |
|
|
2025
Q1 | $19.7M | Sell |
479,179
-232
| -0% | -$9.56K | 7.67% | 2 |
|
|
2024
Q4 | $19.6M | Buy |
479,411
+24,770
| +5% | +$1.01M | 7.31% | 2 |
|
|
2024
Q3 | $19M | Buy |
454,641
+15,657
| +4% | +$653K | 7.34% | 2 |
|
|
2024
Q2 | $17.2M | Buy |
438,984
+27,200
| +7% | +$1.07M | 7.22% | 2 |
|
|
2024
Q1 | $16.8M | Buy |
411,784
+113,101
| +38% | +$4.63M | 7.25% | 2 |
|
|
2023
Q4 | $11.1M | Buy |
298,683
+20,938
| +8% | +$779K | 5.05% | 3 |
|
|
2023
Q3 | $9.45M | Buy |
277,745
+688
| +0.2% | +$23.4K | 4.62% | 5 |
|
|
2023
Q2 | $9.56M | Sell |
277,057
-30,178
| -10% | -$1.04M | 4.47% | 4 |
|
|
2023
Q1 | $10.3M | Sell |
307,235
-63,843
| -17% | -$2.14M | 5.07% | 4 |
|
|
2022
Q4 | $12.4M | Sell |
371,078
-50,859
| -12% | -$1.7M | 5.91% | 4 |
|
|
2022
Q3 | $12.5M | Buy |
421,937
+113,608
| +37% | +$3.36M | 6.22% | 4 |
|
|
2022
Q2 | $9.74M | Buy |
+308,329
| New | +$9.74M | 4.8% | 5 |
|